{
  "crd_number": 171071,
  "slug": "wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071",
  "primary_business_name": "WEALTH WITH WISDOM ADVISORS, INC.",
  "legal_name": "WEALTH WITH WISDOM ADVISORS, INC.",
  "dbas": [],
  "city": "Palm Beach Gardens",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-09-09",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-20",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CO",
    "FL",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://facebook.com/WEALTHWITHWISDOMADVISORS",
    "https://instagram.com/SAUL.COHEN",
    "https://linkedin.com/IN/WEALTHWITHWISDOM",
    "https://twitter.com/WEALTHWWISDOM",
    "https://wealthwithwisdomadvisors.com",
    "https://youtube.com/channel/UCiu0dhzSTEJdgB83LQ25UKw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171071",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "PALM BEACH GARDENS",
  "url": "https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071",
  "display_name": "Wealth With Wisdom Advisors, Inc.",
  "summary": "Wealth With Wisdom Advisors, Inc. is a state-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated February 20, 2026.",
  "citation": "AdvisorCensus. Wealth With Wisdom Advisors, Inc. (CRD 171071): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth With Wisdom Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth With Wisdom Advisors, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wealth With Wisdom Advisors, Inc. located?",
      "a": "Wealth With Wisdom Advisors, Inc.'s principal office is in Palm Beach Gardens, FL, according to its Form ADV."
    },
    {
      "q": "Is Wealth With Wisdom Advisors, Inc. registered with the SEC or a state?",
      "a": "Wealth With Wisdom Advisors, Inc. is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171071."
    },
    {
      "q": "Does Wealth With Wisdom Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171071"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-with-wisdom-advisors-inc-palm-beach-gardens-fl-171071.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/171071",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}